The Complete Portfolio Analytics & Reporting Platform

By leveraging our unique insights into global asset allocation trends, performance benchmarks, asset flows, plan sponsor and style universe performance, we power the global institutional investment community to make more informed, data-driven investment decisions.

How We Help

Custodial Data Aggregation

Plan Structure Maintenance

Performance Measurement & Attribution

Peer Comparisons

Investment Analysis

Portfolio Reporting

Processing Automation

Document Delivery

We help our global clients analyze, measure and report on over $10 trillion of assets under advisement in a highly insightful, accurate, and efficient manner.

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Our Solutions

Portfolio Analytics & Reporting

Cobbling together pieces from off-the-shelf solutions won’t save you time or fix your reports. We have 150+ prebuilt report templates as well as the ability to build your own so you can:

Produce reports that communicate plan results
Consolidate multiple reports
Calculate performance from total plan down to composite
Quickly generate detailed manager profiles
Generate reports on-demand or schedule batch reporting

Portfolio Analytics and Reporting

Research

What could you do with instant access to decision support data and insights on investments, market trends, and your peers? Our simple yet powerful analytics solution lets you isolate investment products to analyze their performance, track their integrity, and deconstruct them to expose their composition, asset-class sensitivities, and style drift.

Make decisions faster and see important differences across peer groups with precise searches, clear charts, and intuitive reports. Benefit from:

Instant peer group rankings across more than 12 statistics
Automatic calculations for normal trailing and calendar year time periods
On-demand calculations for custom time periods
360° comparisons with 50+ analytical charts
Competitive analysis with your choice of peer groups and benchmarks
Simultaneous comparison across up to 10 time periods
Custom products, benchmarks, and peer groups for precise comparisons

Market Intelligence

Get an insider’s perspective into market trends and your competition. Investment Metrics provides research on custom products, benchmarks, and peer groups for precise comparisons. But analytics is a starting point – our consultants can offer added value through industry knowledge and investment expertise. With our research solution, you get:

Industry reviews and insightful reports on market trends and industry developments
Identification and quantification of important trends developing in the marketplace
Competitive product positioning through comparative peer group attribution
Identification of growth areas within the institutional marketplace
Papers on topics of interest to asset managers, consultants, and pension plans
On-demand calculations for custom time periods
Independent, ad-hoc research on product development or positioning

Outsourced Portfolio Reporting

Spend less time running reports and more time analyzing results. We will work with you to better understand your clients, your workflow, and your requirements so we can build custom-designed reports that use your data. You will get full access to our portfolio analytics and reporting platform, as well as:

Data migration from your current platform to ours
Set up of your plan structures
Custom report design with your logos, fonts, colors, and placements
We get the plan-level data from your custodian and reconcile it under your supervision and guidance, then queue up reports for production
Report distribution

Upgrade Your Portfolio Analytics & Reporting

See the power of our platform first hand and learn how we can help you save time, make more informed decisions, and stand out from the crowd.

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